Investing Power Hour #65: FTC vs. $MSFT (again); Short Report on $XPOF; Retail Shoplifting Issues
Chit Chat Stocks
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The Role of Moats in Stock Returns
I would much rather invest in a business like a Starbucks where Starbucks. Runway has a moat. If we're theoretically moat investors, I think I'm going to choose Spotify. They don't have physical, invested capital where it's a little different but there is a big opportunity out there for them. There's a lot of room to invest. Now the ROIC on that, I think people can debate, is definitely heavily debated and it's going to determine the stock returns.
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